Summit Financial Wealth Advisors’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q2
Sell
-2,220
Closed -$246K 150
2016
Q1
$246K Sell
2,220
-2,500
-53% -$277K 0.11% 116
2015
Q4
$532K Buy
+4,720
New +$532K 0.24% 79